05/11/2023
Evelyn Partners joins with Flagstone to give clients access to platform offering multiple deposit accounts
The platform allows clients to keep up with the top interest rates and spread their money across several accounts
Wealth and Asset Management
05/11/2023
Hurst Point Group acquires independent wealth management and corporate solutions practice Helm Godfrey
This acquisition will further the Group’s ambition to become a truly national wealth management business
05/11/2023
The best family law barristers for high-net-worth clients in 2023
Welcome to the Spear’s ranking of the best family law barristers for high-net-worth individuals in the UK
05/11/2023
Double Acquisition Establishes Northern Ireland Presence for Wren Sterling alongside further North-West Expansion
The two firms comprise seven financial advisers between them and serve clients across Northern Ireland in the private client and corporate client markets.
05/11/2023
Accuro goes live with Objectway’s Investment Management Service Solution for private clients
Accuro relies on Objectway to enhance their tailor-made and transparent approach to clients’ needs and portfolios, supported by a sustainable and personalised digital service and investment experience built on Objectway Platform.
05/11/2023
Pictet Paints Picture of a Slowing China
It also comes with a number of surprising forecasts.
05/11/2023
GAM Takeover Under Review
This condition makes the offer unfair to GAM shareholders.
05/11/2023
Ashton Thomas Private Wealth expands with Goldman Sachs Advisors Solutions as a custody provider to help serve Wealth Managers
Ashton Thomas launched its GSAS experience for advisors using the enterprise wealth management platform of spinoff fintech provider, Amplify Technology.
05/10/2023
Liquidation-hit wealth manager under investigation
UK lifeboat scheme is now accepting claims against the company
05/10/2023
Expanded Wealth Management Connect Scheme on the Cards
Under the revamped scheme, mainland investors would be allowed to buy global equity products directly.
05/10/2023
OCBC records 44% increase in Q1 profit
The Singapore bank registered a 33% rise in wealth management income this quarter compared to the previous, with AUM standing at S$270bn.
05/10/2023
Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers
Titanbay’s platform provides unparalleled access to top-tier private markets funds across vintages, strategies and geographies, allowing investors to build thoughtful and sophisticated private markets portfolios.
05/10/2023
Rothschild & Co: 2023 – 1st quarter release
Global Advisory: first quarter revenue down 21 per cent to €326.8 million1 (Q1 2022: €413.5 million), reflecting lower levels of completion activity in the quarter.
05/10/2023
Investor Group Challenges Liontrust's «Unfair» GAM Offer
Another issue for the investors is that under Liontrust's timeline, GAM shareholders have until August 11 to accept the offer, without receiving Liontrust shares in exchange before the end of the year or beyond.
05/10/2023
The best family lawyers for high-net-worth clients in 2023
Welcome to the Spear’s ranking of the best family lawyers for high-net-worth individuals in the UK
05/10/2023
Hong Kong, China plan upgrade to Wealth Management Connect
The plans will see the wealth management scheme broadened out to include equities and an increase in the quota.
05/10/2023
Gilson Gray financial management increase footprint in Dundee
The strategic expansion initiative has increased GGFM’s assets under management to over £650m, and the firm now employs more than 20 financial advisers who serve clients across the UK.
05/10/2023
ABN AMRO reports net profit of EUR 523 million for Q1 2023
In the first quarter of 2023 we delivered a very strong performance, with a net profit of EUR 523 million.
05/10/2023
Fairstone continues expansion into Home Counties
Fairstone said the deal creates a foundation for further deal-making in the region and brings £450m of funds under management (FUM) to the group.
05/10/2023
Credit Suisse’s Asia Clients Move Assets to HSBC
In the first quarter of 2023, HSBC attracted $22 billion in net new money from global clients, with almost two-thirds of it from Asia, global head of wealth and personal banking Nuno Matos told the news service.